Dashboards

Where

Dashboard

Plan

All plans

Permission

Reporting → Dashboard → Sales

Dashboard sits at the top of the menu and holds sixteen read-only screens of tiles and charts. Each one is gated separately, so most people see only two or three of them.

How to use any dashboard

1. Open it from Dashboard → name.
2. Pick a period from the pills at the top: Today, Week, Month or Year. Every dashboard opens on Month.
3. Read. There is nothing to click and nothing to run.

Company and branch are not on the page

There are no company or branch pickers on a dashboard. Both come from the scope switcher in the top bar — change the branch there and the dashboard follows.

If the page says “Select a company to view this dashboard”, pick one in the top bar.

Dashboards never update themselves, and there is no refresh button

A dashboard is fetched once and then kept for the rest of your session. It does not poll, it has no refresh control, and pulling down does nothing.

Switching the period away and back shows you the earlier figures again, not fresh ones — the app remembers what it already fetched.

To be certain you are looking at current numbers, close and reopen the app. The Home screen does have a refresh button, so for a figure you need to trust during the day, use Home.

The sixteen dashboards

In the menu	The page is headed	What it covers
Owner	Owner Dashboard	everything below, condensed — see next section
Sales	Sales	revenue, what you were paid, the sales pipeline, top products and customers
Purchase	Purchase Highlights	what you bought and paid suppliers, top suppliers and products
Stock	Stock Highlights	stock value, low/out/dead/expiring, with drill-down tables
Finance	Financial Highlights	income, expenses, profit, cash, what you are owed and owe, aging
Manufacturing	Manufacturing Highlights	work orders, output, scrap, quality, machines
Sale Delivery	Sale Delivery Highlights	deliveries by status, riders, regions, cash on delivery
Credit & AR	Credit & AR Highlights	receivables, overdue, credit limits, worst invoices
Online Payments	Online Payments Highlights	online collections, fees, payouts, settlements
Field Sales	Field Sale Highlights	sales by the person who rang them up
Cashier Shift	Cashier Shift Highlights	till sessions, cash counted, variances
Approval Bottlenecks	Approval Highlights	what is waiting, who is slow
Restaurant	Restaurant Highlights	tables, kitchen tickets, prep times, top dishes
Stock Transactions	Stock Transaction Highlights	movements in, out and between branches
Collections & Payments	Collections & Payments	all money in against all money out
Van Dashboard	Van Sales	fleet, trips, van sales, expenses, variances

Two sections on the Sales dashboard — Reserved / pickup and Layaway — appear only if you use them, so their absence is not a fault.

Owner, and how it differs from Home

Owner is one long scroll of every other dashboard’s headline numbers: Business Pulse, Sales, Finance, Credit & Receivables, Stock Health, Approvals, Collections, Cashier Shifts and your messaging credits.

Where a section shows a padlock and “Unavailable — you may not have access to this data”, you are missing the permission for that area.

That padlock also appears when you are simply offline

The same message is used for a lost connection as for a real permission problem. If every section shows the padlock at once, check your internet before checking your permissions.

Home and Owner are not the same page, and they will disagree:

	Home	Owner
Shows	today, by default	this month, by default
Purpose	what to do now — tasks, shortcuts, what needs attention	how the business is doing
Refresh	has a refresh button	none
Tiles	six at most, each tappable, with a “vs last period” trend	around fifty, read-only
Who sees it	everyone	needs the sales dashboard permission

Sales, cash collected, low stock, overdue and open tills appear on both — but Home shows them for today and Owner for the month. Different numbers, both correct.

Tiles that do not mean what they say

Van Dashboard ignores the period pills

Every headline tile on the Van dashboard — Sales Today, Sales This Month, Cash Collected Today, Unpaid Van Sales, Expenses This Month and Variance This Month — is fixed to today and this calendar month.

Choosing Year changes the charts and the Top Vans table underneath, but the tiles above them do not move. The tile labels are the honest ones; the pills are misleading.

“Expiring Stock” means already expired

On the Stock dashboard, the Expiring Stock tile and its table count batches whose date has already passed, not stock expiring soon. Read it as “expired”.

Restaurant: “Dine-in Sales” is always zero

The Dine-in Sales tile and its “0 sales” caption will never show anything, whatever your restaurant takes. Nothing in the app records which table a sale came from, and settled tabs are created as drafts, which the tile excludes.

Everything else on that page is live — table status, all the kitchen-ticket counts, prep and serve times, top dishes and the stuck-tickets list.

Because settled tabs land as drafts, they also show up in the Sales dashboard under Sales pipeline → Draft rather than in Recognised Revenue. See Industry packs.

The Restaurant dashboard appears even for non-restaurants

Unlike the rest of the restaurant features, this dashboard is not tied to the restaurant industry pack. A shop that grants the permission will see it, full of zeroes.

“Field Sales” is really “sales by whoever rang them up”

It groups every sale by the person who created it, so for a counter-only shop it is the Sales dashboard sliced by cashier, with “Top Rep” meaning “busiest cashier”.

Sales by Region is the customer’s city. Every walk-in sale has no customer, so it lands in a single slice labelled Unknown — which for most retailers is the whole chart.

Approval Bottlenecks’ “Pending Over 1 Day” and “Over 7 Days” are counted from right now, so they do not change when you switch the period. That is deliberate.

Money on a dashboard

Amounts carry your business’s currency symbol and are converted from any foreign document at the rate recorded on it — except on the Van dashboard, where the figures are added up without conversion.

Offline

Dashboards need a connection and keep no offline copy. With no signal you get “Could not load dashboard data.” and a Retry button, straight away.

If you loaded a dashboard earlier in the session and then lost your connection, the old figures stay on screen with nothing to tell you they are stale.

If a dashboard will not load

A dashboard you can see in the menu but that always fails to load usually means your role has the permission for that one dashboard but not the overall dashboard permission. Both are needed. Ask whoever manages your roles to grant Dashboard as well as the specific one.

Related

• Reports and dashboards
• Roles and permissions